Planview PPM Pro - Strategic Alignment for Portfolio & Project Management in organizations
August 12, 2022

Planview PPM Pro - Strategic Alignment for Portfolio & Project Management in organizations

Anonymous | TrustRadius Reviewer
Score 10 out of 10
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Verified User
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Overall Satisfaction with Planview PPM Pro

Strategic Portfolio & Project Management: Planview PPM Pro is used to manage our strategic project work intake to evaluate project requests for strategic alignment and ROI before we
spend real dollars investing in a project. Last year we avoided over 4
million dollars on a single request by identifying unnecessary

Work Intake: Planview PPM Pro work intake module is World Class. It's allowed us to consolidate
our Strategic & Non-strategic Project Intake as stated above. We
also have over 2 dozen department-level workflows that provide teams a single entry-point (&
single source of truth) for their most critical processes. Teams have
been able to strategically remove unnecessary resources, or add
resources that provide easily identifiable value.

Dashboards & Reports: This
is what truly provides value for our (or any) organization. We're able
to provide a 500-, 5,000-, and 5,0000-ft view of the ongoing project
and department work taking place. We use high-level
dashboards/scorecards for executives, mid-level operational dashboards
for directors & managers, and tactical dashboards for teams. These
provide a clear, strategically aligned view of the work taking place
within our organization.
  • Portfolio Management
  • Project management and alignment
  • Project work intake (requests)
  • Capacity & Demand Management
  • Integration with other applications
  • Mobile interface, especially for work requests
  • Modernize Project & Request Scoring
  • Move from a SOAP API to a REST API
  • Avoided over $4 million in unnecessary project requirements prior to starting projects
We use Planview PPM Pro's customizable dashboard & reporting features to monitor our work intake processes and evaluate project performance. Routine dashboard routing to all stakeholders allows real-time evaluation of performance measures and resource allocations. As priorities shift, we're able to reschedule resources based on capacity and keep projects moving.
  • Work request capture
  • Intake workflow builder
  • Request notifications
  • Multiple approver logic
  • Gate skipping logic
  • Request scoring
  • Reporting dashboards
  • Project creation
  • Task creation
All of these features work together to provide us a complete solution for work intake. The availability of all of these features is one of the many factors we evaluated when we chose Planview PPM Pro as our PPM solution. We use almost all of these features on each intake process we build. Scoring is the only feature that is limited to Strategic Project Proposals.
  • Home/Resources
  • Project Staffing
  • Resource Staffing
  • Task Schedules
The capacity and demand management features' usage is dictated by the user's role in a project. Home/resources are used by managers & project managers to see where users have capacity. Resource staffing at the project or task level is determined by how a department manages their department level projects.
Planview PPM Pro's greatest strength is it's customization. As a mid-market PPM tool, the flexibility within the application allows it to work in any project management environment. From organizations without a formal PMO/project management methodology to high-functioning PMO driven environments, Planview PPM Pro can benefit any size organization within any industry.

Do you think Planview PPM Pro delivers good value for the price?


Are you happy with Planview PPM Pro's feature set?


Did Planview PPM Pro live up to sales and marketing promises?


Did implementation of Planview PPM Pro go as expected?


Would you buy Planview PPM Pro again?


Planview PPM Pro integrates all of the PM features of other applications and then adds features on top of them. Other applications tend to offer a solution around as single "need", forcing users to "build their own solution".
Planview PPM Pro is best suited for Portfolio, Program and Project management. From evaluating project requests through capacity & demand management, Planview PPM Pro provides an organization the ability to strategically align their work. It's dashboard & reporting features allow a drill-down view into the work taking place at any level. Planview PPM Pro is less suited for operational/agile work management. However, it integrates very well with Planview's LeanKit application. LeanKit has a Kan-ban UI that allows teams to visually manage work, allowing them to get more of the right things done and less time managing the process. The integration allows Planview PPM Pro to be the reporting engine for the rest of the organization.

Using Planview PPM Pro

1000 - Any co-work in our organization (14,000+) can submit a variety of work
requests. We have about 700 advanced, regular users of the application.
They are clinical teams working on projects, teams that use a project
"plan" as a department planning tool (to track business objectives), and
specific business units in the organization that have special use-case
needs for project management.
1 - System admins should have both technical/analytical skills for configuring & maintaining the application and personal/"soft" skills to help internal customers identify the requirements needed from the application. While Planview PPM Pro is a portfolio & project management application, we've been able to configure it to support many teams in their ongoing operational work. In these cases, a project management background is needed to understand how the application is designed and a process improvement background is required to adapt it to a team's use case.
  • Portfolio/project management
  • Capacity & demand management
  • Standardized work in a project format
  • Departmental "workspaces" for managing operational work
  • Utilize project work intake capabilities to support standard processes in departments
  • Track operational (non-project) time for resources
  • Use project format to support standard work for departments
  • Use the project entity as a "container" for small, like-kind projects that don't require a project plan (tasks represent smaller projects)
  • Use a project plan as a "departmental workspace" allowing departments to track their ongoing initiatives (that are "technically" not projects)
  • Along with LeanKit, implement agile work management into our IS development teams
  • Spread Kanban visual work management throughout business operations
  • Physical asset management
It's a complete solution that meets/exceeds all of our portfolio & project management needs, and can grow with us as we spread the portfolio management methodology through our organization.

Planview PPM Pro Support

Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
We do not purchase premium support. We do purchase consulting hours that we use for assistance in building solutions for our internal customers.
Yes - Yes, with the caveat that timeliness is relative to the magnitude & impact of the bug. We have yet to experience an issue that stopped us from using the application. Minor bugs (UI issues, minor unexpected behavior) is fixed quickly. Larger bugs are addressed monthly.
The support team at Planview is phenomenal and I have too many instances from which to choose. Planview PPM Pro is a vast, highly customizable application. Even though I consider myself an expert in using Planview PPM Pro, there are times when I forget a little thing that causes a behavior I don't expect and I can't tell what's missing. The support team is very quick in finding my issue and they help keep me moving.